- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... creating the life they envision. Who We Want: The client service associate plays a...and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the… more
- PNC (Indianapolis, IN)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as...university / college degree with < 1 year of professional experience and/or successful completion of a formal development… more
- Kestra Financial (San Antonio, TX)
- Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm's growth and operational ... exceptional client service . The Senior Client Service Associate reports directly...mentor team members to ensure accountability, performance excellence, and professional growth. + Conduct performance evaluations and provide timely… more
- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about...tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream… more
- CIBC (Chicago, IL)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Transaction Associate , you will support ... available tools to efficiently execute transactions. In this role, you'll collaborate with Client Service Advisors, Associate Private Bankers, and Private… more
- JPMorgan Chase (Newark, DE)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... JPMorgan's global equity trading desks **Job Responsibilities:** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... establishhttps://jpmc.fa.oraclecloud.com/fscmUI/redwood/recruiting-hiring/hiring/landing?tab\_id=DetailsIding, maintaining, and building client relationships. The Client Service Associate works in… more
- Raymond James Financial, Inc. (Boca Raton, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Raymond James Financial, Inc. (Columbia, SC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Raymond James Financial, Inc. (Hanover, NH)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Raymond James Financial, Inc. (Cedar Rapids, IA)
- …insight is very important to our team. Cedar Rapids Raymond James is seeking a Client Service Associate who is a motivated, detail-oriented, and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- HUB International (Rockville, MD)
- …limits - **HUB is the place for you.** We currently have an opportunity for a ** Client Service Associate ** to join our Retirement and Private Wealth team in ... and quarterly offsite meetings. + Maintain and update the Client Service Manual including key checklists and...Pacific Islander Voices + Hispanic Voices + HUB Young Professional Enrichment (HYPE) + Indigenous Voices + Pride Voices… more
- ADP (Maitland, FL)
- ADP is hiring a ** Client Service Associate .** Thanks for clicking! Let us tell you a little more + Are you a customer service superhero who gets a thrill ... might be just the person we're looking for! As ** Client Service Associate ** , you'll...produce positive results. + Up to one year of professional consulting experience or equivalent experience as a practitioner… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone...stressful situations and provide a high level of customer service in a calm and professional manner… more
- Raymond James Financial, Inc. (Alpharetta, GA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- ADP (Maitland, FL)
- ADP is hiring an ** Associate Client Service -...resolve payroll and tax issues in a timely and professional manner. **TO SUCCEED IN THIS ROLE:** + You ... our clients. Ready to #MakeYourMark? **Apply now!** **To learn more about Client Service at ADP, visit** https://jobs.adp.com/teams-roles/ client - service /… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities + Assist in...objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,… more
- MetLife (Philadelphia, PA)
- … is a member of the Public Fixed Income (PFI) & Active Equity Client Service Operations team within MetLife Investment Management (MIM), MetLife Inc.'s ... predominantly institutional clients across several asset classes. The highly motivated professional is responsible for client implementation, offboarding, change… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires ... Maintain CRM database; define and ensure adherence to appropriate client service models. * Manage multiple and...2+ years of experience in administrative support in a professional environment. * High School Diploma or Associate… more